Civic Intelligence

Robert Sidney Needham Foundation

990PF • Fiscal year 2021 • EIN 30-0562220

Jan 01, 2021 to Dec 31, 2021 • Filed on May 03, 2022

Organization Profile
6325 S Rainbow Blvd Ste 300Las Vegas, NV 89118

(855) 739-2920

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

17th percentile

-8.0%

Higher net margin than 17% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

48th percentile

$82,602

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 17.4% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

22nd percentile

-0.6%

Faster asset growth than 22% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

79th percentile

71%

Faster revenue growth than 79% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$6,261,265

Down $38,432 (-0.6%) from 2020

Net Assets

Down

$6,261,265

Down $38,432 (-0.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin17th percentile

Revenue

Up

$476,004

Up $198,360 (+71%) from 2020

Expenses

Up

$514,060

Up $51,702 (+11%) from 2020

Net Income

Up

-$38,056

Up $146,658 (+79%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $6,781,579Liabilities 2012: $0Net Assets 2012: $6,781,5792012Assets 2013: $6,960,486Liabilities 2013: $0Net Assets 2013: $6,960,4862013Assets 2014: $6,946,885Liabilities 2014: $0Net Assets 2014: $6,946,8852014Assets 2015: $6,984,281Liabilities 2015: $0Net Assets 2015: $6,984,2812015Assets 2016: $6,705,866Liabilities 2016: $0Net Assets 2016: $6,705,8662016Assets 2017: $6,589,386Liabilities 2017: $0Net Assets 2017: $6,589,3862017Assets 2018: $6,615,685Liabilities 2018: $0Net Assets 2018: $6,615,6852018Assets 2019: $6,478,486Liabilities 2019: $0Net Assets 2019: $6,478,4862019Assets 2020: $6,299,697Liabilities 2020: $0Net Assets 2020: $6,299,6972020Assets 2021: $6,261,265Liabilities 2021: $0Net Assets 2021: $6,261,2652021Assets 2022: $6,091,262Liabilities 2022: $0Net Assets 2022: $6,091,2622022Assets 2023: $5,965,570Liabilities 2023: $0Net Assets 2023: $5,965,5702023Assets 2024: $5,821,997Liabilities 2024: $0Net Assets 2024: $5,821,9972024

Highlighted filing

2021

Assets$6,261,265
Liabilities$0
Net Assets$6,261,265
Open 2021 Filing

Operations Trend

Revenue Growth79th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2012: $404,5892012Revenue 2013: $596,828Expenses 2013: $413,288Net Income 2013: $183,5402013Revenue 2014: $448,694Expenses 2014: $449,309Net Income 2014: -$6152014Revenue 2015: $518,209Expenses 2015: $478,524Net Income 2015: $39,6852015Revenue 2016: $157,452Expenses 2016: $440,080Net Income 2016: -$282,6282016Revenue 2017: $357,217Expenses 2017: $436,144Net Income 2017: -$78,9272017Revenue 2018: $415,652Expenses 2018: $454,148Net Income 2018: -$38,4962018Revenue 2019: $331,324Expenses 2019: $470,947Net Income 2019: -$139,6232019Revenue 2020: $277,644Expenses 2020: $462,358Net Income 2020: -$184,7142020Revenue 2021: $476,004Expenses 2021: $514,060Net Income 2021: -$38,0562021Revenue 2022: $312,213Expenses 2022: $481,295Net Income 2022: -$169,0822022Revenue 2023: $265,489Expenses 2023: $391,415Net Income 2023: -$125,9262023Revenue 2024: $313,518Expenses 2024: $451,257Net Income 2024: -$137,7392024

Highlighted filing

2021

Revenue$476,004
Expenses$514,060
Net Income-$38,056
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 3, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ACo-Trustee-$82,602-$82,602
NINA STACKCo-Trustee-$13,922-$13,922
JOHN B NEWMAN ESQCo-Trustee-$13,921-$13,921
Filing and Contact Details

Filer

Filer Name
Robert Sydney Needham Fdn Main
EIN
30-0562220
Phone
8557392920
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8557392920
Signed
2022-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12464288885 ISHARES MSCI EAFE GR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13949917744 WF ULTR SHORT-TRMINC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1487234N302 TCW FUNDS SELECT EQU
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1781369Y803 AMEX TECHNOLOGY SELE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1881369Y605 FINANCIAL SELECT SEC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1900888Y847 INVESCO BAL RSK COMM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2509260C703 BLACKROCK GL L/S CRE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1105567LT31 BNP PARIBAS 5.000% 1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12404280AN9 HSBC HOLDING PLC 4.0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1304314H600 ARTISAN MID CAP FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14464287465 ISHARES MSCI EAFE ET
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1700770G847 JOHCM INTERNATIONAL
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23437076BM3 HOME DEPOT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2414040HBP9 CAPITAL ONE FINANCIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25693390882 PIMCO FOREIGN BD FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2681369Y605 FINANCIAL SELECT SEC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34037833AK6 APPLE INC 2.400% 5/0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35406216BD2 HALLIBURTON COMPANY
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3781369Y407 AMEX CONSUMER DISCR
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40172967LQ2 CITIGROUP INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt423135G0ZR7 FED NATL MTG ASSN 2.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4609260C703 BLACKROCK GL L/S CRE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47277923728 EATON VANCE GLOBAL M
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48464287234 ISHARES MSCI EMERGIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49902641646 E-TRACS ALERIAN MLP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5074925K581 BOSTON P LNG/SHRT RE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt519128283W8 US TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52064159FL5 BANK OF NOVA SCOTIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5300206RDC3 AT&T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54464287598 ISHARES RUSSELL 1000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55464287507 ISHARES CORE S&P MID
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5704314H758 ARTISAN SMALL CAP FU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5878463X863 SPDR DJ WILSHIRE INT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5959156RBH0 METLIFE INC 3.600% 4
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60961214DW0 WESTPAC BANKING CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt619128286A3 US TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62411512528 HARBOR CAPITAL APPRE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6300143W859 INV OPP DEVELOP MRKT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6446625HRV4 JPMORGAN CHASE & CO
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt689128286T2 US TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt699128286X3 US TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7006367WMQ3 BANK OF MONTREAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71949917744 WF ULTR SHORT-TRMINC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7200888Y847 INVESCO BAL RSK COMM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73036752AB9 ANTHEM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74867914BS1 SUNTRUST BANKS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7531641Q755 FIDELITY NEW MRKTS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76126650CW8 CVS HEALTH CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7706051GHT9 VR BANK OF AMERICA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7831421N881 FEDERATED STRAT VAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7927831R108 EV GLBL MACR ABS RTR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8046647B404 JPMORGAN MID CAP VAL
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0327398
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INCOME
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0476004
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01011
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01011
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0327398
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt045709
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt064736
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0110445
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0393000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0393000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0148202
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0148362
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-38056
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01158633
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0327398
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0408335
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0244
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0244
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt01050
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01050
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02773
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt08554
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0440770
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt067509
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0514060
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0475844
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0476004
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt047770
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt067509
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0121060
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32021-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42015-11-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52015-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62020-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72020-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82017-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92021-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102020-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112020-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122017-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132020-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt020994
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt110084
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt214830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt319935
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt430231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt520280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt619541
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt735117
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt825373
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt947305

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,261,265
Liabilities
$0
Net assets
$6,261,265
Revenue
$476,004
Expenses
$514,060
Net income
-$38,056
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.82$0.00$5.82$0.31$0.45$0.14
2023Detailed filing. Detailed filing data is available for this year.$5.97$0.00$5.97$0.27$0.39$0.13
2022Detailed filing. Detailed filing data is available for this year.$6.09$0.00$6.09$0.31$0.48$0.17
2021Detailed filing. Detailed filing data is available for this year.$6.26$0.00$6.26$0.48$0.51$0.04
2020Detailed filing. Detailed filing data is available for this year.$6.30$0.00$6.30$0.28$0.46$0.18
2019Detailed filing. Detailed filing data is available for this year.$6.48$0.00$6.48$0.33$0.47$0.14
2018Detailed filing. Detailed filing data is available for this year.$6.62$0.00$6.62$0.42$0.45$0.04
2017Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$0.36$0.44$0.08
2016Detailed filing. Detailed filing data is available for this year.$6.71$0.00$6.71$0.16$0.44$0.28
2015Detailed filing. Detailed filing data is available for this year.$6.98$0.00$6.98$0.52$0.48$0.04
2014Detailed filing. Detailed filing data is available for this year.$6.95$0.00$6.95$0.45$0.45$0.00
2013Detailed filing. Detailed filing data is available for this year.$6.96$0.00$6.96$0.60$0.41$0.18
2012Detailed filing. Detailed filing data is available for this year.$6.78$0.00$6.78$0.40
Peer Organizations

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